Retirement Plans for PEOs
A well-designed retirement plan can help you, as a professional employer organization, deepen your relationships with your clients. But offering a retirement plan can be complicated.
Ameritas can help. We understand that it makes more sense to focus on your core business, while finding a great partner for retirement plans. We’ll work with you to ensure that your plan receives the service and recordkeeping expertise necessary for it to be successful.
Streamline retirement planning
Navigate the complexities of retirement plans for PEOs with tailored solutions.
Pooled retirement plans
Pooled retirement plans are a type of 401(k) plan that allows businesses to pool their purchasing power to access better benefits, service and rates with less in-house administrative overhead.
Compared to a single employer plan, a pooled plan eliminates 95% of your administrative burden, offering:
A plan that’s easy to administer.
A compliant retirement plan.
Outsourced fiduciary liability.
Cost efficiency.
We offer multiple plan types to fit your needs. Learn more about our pooled plans.
Chris Miller Champions Ameritas Retirement Plans in the PEO…
November 13, 2023
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6 min read
Given the proven position Ameritas retirement plans has in the multiple employer plan marketplace, we serve effectively in many unique channels. To deepen our commitment with professional employer organizations (PEOs), however, we knew we needed more than just top-notch products, technology and services.
Payroll solutions
Payroll integration
As an experienced PEO partner, we integrate with key HRIS and payroll providers to streamline and automate data flows. This integrated approach can make it easier to implement new features into your retirement plan, eliminate errors, save money and reduce liability. We offer both 180- and 360-degree integration.
Payroll validations
Our payroll validations program performs comprehensive data analysis on a per payroll basis to catch critical withholding and reporting errors before they become costly year-end corrections. If what you send doesn’t match what we expect, we work with you to fix the issue to keep your plan compliant and minimize costly cleanup.
Stronger together
Premier recordkeeper
Our history managing pooled plans spans over 20 years, serving as the recordkeeper and third-party administrator. We manage plan operations, compliance testing and government reporting.
Proprietary technology
Our systems take on the unique reporting, administration and recordkeeping challenges posed by pooled plans. There are no workarounds or manual processes like you’ll see with other providers.
Custom plan design
Adopting employers don’t have to compromise. They can have all the advantages that come with being part of your pooled plan without sacrificing their ability to design a plan to meet their unique needs.
Why Ameritas?
We’ve been a leader in the retirement plan marketplace for over 60 years. As a premier recordkeeper and administrator, we have the expertise to help you provide a retirement plan you can trust to meet the distinctive needs of your organization.
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Open architecture investment platform
We don’t mandate any proprietary funds. You’re free to select the investments you want from the broadest possible universe of investment options.
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Custom branding
Your plan needs to feel unique and reflect your brand. You can customize your plan portal, brochures and participant materials with your logo and colors.
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Services to fit your priorities
Whatever the size of your plan or the stage it’s in, our technology and plan administration models provide the services you and your clients need.
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Fiduciary assistance
Navigating retirement plan regulations can be daunting. Ameritas offers fiduciary resources to help you manage risks and responsibilities effectively.
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Security and privacy
We follow leading industry security standards to safeguard your plan and your clients.
How do I begin?
Retirement solutions from Ameritas are customized to the needs of your organization, and they start with a conversation. Tell us a little more about your needs and we’ll be in touch.